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iShares National Muni Bond ETF
MUB

Overview Fund Activity

995 hedge funds and large institutions have $15.9B invested in iShares National Muni Bond ETF in 2021 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 506 increasing their positions, 251 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
995
Holders Change
+4
Holders Change %
+0.4%
% of All Funds
17.52%
Holding in Top 10
84
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-16%
% of All Funds
1.48%
New
78
Increased
506
Reduced
251
Closed
68
Calls
$5.37M
Puts
$10.6M
Net Calls
-$5.25M
Net Calls Change
-$1.25M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$919M
2
Betterment LLC
Betterment LLC
New York
$948M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$321M
4
TF
TIAA FSB
Florida
$276M
5
Morgan Stanley
Morgan Stanley
New York
$414M

Top Sellers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$77.6M
2
GC
Grimes & Company
Massachusetts
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$302M
4
SS
Simplicity Solutions
Minnesota
$1.06M
5
Lazard Asset Management
Lazard Asset Management
New York
$33.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WB
251
WesBanco Bank
West Virginia
$4.84M +$4.84M +41,716 New
PSUF
252
People's United Financial
Connecticut
$4.77M +$172K +1,486 +4%
VWM
253
Venturi Wealth Management
Texas
$4.75M +$1.88M +16,191 +65%
AI
254
Atria Investments
North Carolina
$4.72M +$2.16M +18,594 +84%
JSA
255
Jacobson & Schmitt Advisors
Wisconsin
$4.7M +$173K +1,494 +4%
CWM
256
Cornerstone Wealth Management
Missouri
$4.69M +$202K +1,741 +4%
CA
257
Cetera Advisors
Colorado
$4.68M +$856K +7,375 +22%
RH
258
RFG Holdings
Texas
$4.68M -$5.26M -45,286 -53%
WP
259
WealthShield Partners
North Carolina
$4.56M -$1.98M -17,040 -30%
KeyBank National Association
260
KeyBank National Association
Ohio
$4.53M +$355K +3,061 +9%
FCIM
261
Fairview Capital Investment Management
California
$4.52M -$116K -1,000 -3%
RPCA
262
Running Point Capital Advisors
California
$4.49M -$48.2K -415 -1%
AWM
263
Avior Wealth Management
Nebraska
$4.47M +$1.23M +10,631 +38%
FBFS
264
First Business Financial Services
Wisconsin
$4.33M +$293K +2,526 +7%
BFA
265
Bragg Financial Advisors
North Carolina
$4.28M +$330K +2,841 +8%
PA
266
Parallel Advisors
California
$4.22M +$787K +6,785 +23%
TCM
267
Traynor Capital Management
Pennsylvania
$4.22M +$219K +1,888 +5%
SFG
268
StrategIQ Financial Group
Indiana
$4.18M +$430K +3,707 +11%
Bank of Montreal
269
Bank of Montreal
Ontario, Canada
$4.18M -$9.06M -77,857 -68%
CFGS
270
Concourse Financial Group Securities
Alabama
$4.15M +$1.64M +21,216 +65%
NFP
271
Narus Financial Partners
Utah
$4.03M +$4.03M +34,761 New
Principal Financial Group
272
Principal Financial Group
Iowa
$4.02M +$77.8K +670 +2%
SYBT
273
Stock Yards Bank & Trust
Kentucky
$3.99M +$761K +6,553 +24%
RMC
274
Regis Management Company
California
$3.95M -$4.76K -41 -0.1%
IWS
275
Insight Wealth Strategies
California
$3.95M +$28.4K +245 +0.7%
9 10
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